Usage

For customers

Request a quote

1. On a product page (or in a product list that shows buttons), choose the options and the quantity and click Request a quote. The product goes to the quote list; a window offers View quote list or Continue shopping.
2. Open the quote list from that window, from the account menu (Quote list) or from the Quote list block if you added it to the header.
3. Check the products, change quantities, add a note per product (for example “matte finish”) and click Update list if needed.
4. Fill in Your details: contact name, e-mail (guests only; signed-in customers use their account e-mail), company, phone, a message and files such as drawings or specifications.
5. Click Send quote request.

Multi-Vendor: if the list holds products from several vendors, one quote per vendor is created. Each vendor answers its own part; the quote page links the related quotes.

Guests receive a confirmation e-mail with a personal link to the quote. Signed-in customers find their quotes in My account → My quotes.

Review the offer

When the offer is ready the customer gets an e-mail with the prices and a Review and accept the offer button. The quote page shows:

• the requested and the offered quantity, the unit price (with the list price crossed out when it is lower) and the subtotal;
• quantity breaks, for example “From 50 pcs: $9.80”;
• the validity date and the shipping and delivery note;
• the conversation with your sales team.

The customer can:

• Accept and check out: the products go to the cart at the quoted prices and the cart opens. Shipping, taxes, payment and the order work as usual.
• Ask for changes: write what should change; the quote goes back to In review.
• Decline offer (optionally with a reason), or Withdraw request while it is still being prepared.
• Send a message with files at any time before the quote is ordered.
• Print the quote or save it as PDF with Print / PDF.

Rules for quoted prices in the cart

• Without quantity breaks, the quoted quantity is fixed in the cart.
• With quantity breaks, the customer may order more; the unit price follows the break for the quantity in the cart.
• The quote is ordered as a whole: all its products must be in the cart. If a product was removed, open the quote and click Add to cart at the quoted prices again.
• After the validity date the quoted lines leave the cart and the quote shows as Expired. The customer can ask for an updated offer.
• A quote can be ordered once. After the order the quote shows Ordered with the order number.

For the store team

Quote requests list

Open Orders → Quote requests. The tabs show the open quotes (New, In review, Offered, Accepted) and each status with its count. Quotes that are new or have an unanswered customer message are shown in bold. Search by quote ID, name, company or e-mail; Multi-Vendor administrators can also filter by vendor.

Prepare and send an offer

1. Open a quote. The top of the page shows the requested products with the customer’s notes, the requested quantity and the catalog price at the time of the request.
2. For each product set the offered Quantity and the Unit price, or type a Discount % and the unit price is calculated from the catalog price. Subtotals and the total update while you type.
3. Optional: click Add quantity break to offer a lower unit price from a higher quantity. Without breaks the quantity is fixed.
4. Optional: tick Remove to take a product out of the offer.
5. Check the Valid until date (preset from the settings), and write a Shipping and delivery note and a Message with the offer.
6. Click Save to keep a draft (the status becomes In review), or Send offer to e-mail the offer to the customer (status Offered).

You can change the prices and send the offer again at any time before the quote is ordered, also after the customer asked for changes, declined or the offer expired.

Conversation and status

• Use the Messages section to answer questions; tick Internal note for notes the customer must not see. Files can be attached.
• The Status box on the right changes the status by hand; untick Notify customer to change it silently.
• The Summary box shows the catalog total, the quoted total, the validity date and, after the order, a link to the order. Print / PDF opens the printable quote; Open as the customer sees it opens the storefront page.

Statuses

Status	Meaning
New	The customer sent the request.
In review	Staff saved prices or answered, or the customer asked for changes.
Offered	The offer was sent; the customer can accept it until the validity date.
Accepted	The customer accepted; the quoted lines are in the customer’s cart.
Rejected	The customer declined the offer or withdrew the request.
Expired	The validity date passed before the order.
Ordered	The customer placed the order (linked to the quote).

Vendors (Multi-Vendor)

With Vendors answer quotes for their products on, vendors find Orders → Quote requests in the vendor panel and see only their own quotes. They prepare and send offers and answer messages exactly like administrators; they cannot delete quotes. Vendor administrators with limited rights (Vendor privileges add-on) need the Quote requests privileges.

Products that are only sold on request

Set Quote only on a product or category (Add-ons tab, Request a quote) or as the store default. The “Add to cart” button becomes Request a quote, the price stays visible, and the product cannot be added to the cart directly, also not through a crafted request. To hide the price as well, tick the user groups in Hide prices from.